Wisdom to Wealth: Personal Finance Intro
- Description
- Curriculum
- FAQ
- Reviews
Change Your Mindsets – Change Your Money
We all know the basics of personal finance, make more money and spend less, but why does that never seem to work? This course teach you mindsets that wealthy people use to get wealth and stay wealthy. This course will also help you define your own definitions of money to figure out how you want to use it to maximize your life.
Understand your Why’s about Money:
Students often resonate with my personal story and it helps them see patterns with money in their own life. I created this course after being asked multiple times on this topic based on my 10+ year journey through personal finance sharing what I learned on the way. Starting with learning stock investing with my grandfather, figuring out 401k Investing wasn’t going to work for me, learning single family real estate investing, and eventually learning multifamily(Apartment) real estate investing which changed my life and how I thought about money.
Make More Money in Ways You Enjoy:
This course will teach you mindsets and skills to create more wealth for yourself through creating businesses, buying asset, and/or becoming more valuable at your job. Does all that sound intimidating? We teach the mindsets on how to make what seem like big leaps doable and teach you the risk of what happens if you just stay in the status quo and do nothing.
Control Your Spending Like a CPA:
Once you know how to increase your income we will also teach you how to manage your money like a Fortune 500 company with simple, but effective processes. From there we teach you how to optimize some of your biggest expenses, so you can start creating and using additional wealth for yourself immediately.
Learn What Investing Is:
The finale of the course is an introduction to investing in yourself, in business, in the stock market, and real estate. As an Extra there is a section of tips and tricks that may help shave years of your wealth timelines.
End Goal:
We hope this course motivates and excites you to take action, improve your financial life, and start living the life you want on your terms.
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1
Introduction and Course Agenda -
2
Who is This Course For
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3
About the Instructor
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4
The Calculation that Changed My Life (When I could Retire)
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5
My Financial Journey - Maybe You Can Relate
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6
The Magic Formula: How Value is Created in Commercial Real Estate
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7
Old Road Map (What I Learned Growing Up)
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8
You Have a Choice
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9
MINDSET & Student Success Stories
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10
Rich Dad Poor Dad (HIGHLY RECOMMENDED READING)
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11
Change Your Words to Change Your Life
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12
Which Wealth Quadrant Do You Live In
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13
Introduction to CASHFLOW game (HIGHLY RECOMMENDED)
Play Robert Kiyosaki's CASHFLOW game and experiment with different behaviors.
You will need to make an account then set-up a room.
Start the game by rolling dice to move around the board. Once you have rolled once or twice look at your financial statement on the bottom left hand side of the screen and get an understanding of your financial situation in the game.
Things to keep in mind while playing:1. How do you handle these situations in normal life?
2. Identify what behaviors are helping you get out of the rat race?
3. How do you handle unplanned events in the game?
4. What test do you use when presented with an investment choice?
5. What does it feel like waiting for your next deal?
6. How do you prepare for your next deal?
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14
Truths about Money
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15
What is Wealth
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16
There are Levels to this Game
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17
What are Your Dreams???
Post a comment with your dreams! :)
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23
Intro to Defense
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24
Conventional Wisdom
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25
Get to Know Your Spending Behavior
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26
**BUILD A PERSONALIZED BUDGET FOR YOU!**
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27
Basic Banking Set-Up
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28
How to Measure Wealth
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29
CRITICAL: HAVE AN EMERGENCY FUND
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30
How Long will My Emergency Fund Last (Calculating Runway)
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31
Lifestyle Creep
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32
Optimize Your Biggest Expense(Taxes)
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33
How are You Living?
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34
Reasons to Not Buy A House
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35
Should You Drive a Lambo?
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36
Interest Expenses: An Intro to Credit
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37
My Expensive Starbucks Habit
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38
Jay Z's Advice on Shopping
